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Home > Institutional Investor > King Wealth Management Group, Llc > Profile

Instuitional Investor - King Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: King Wealth Management Group, Llc
Portfolio Value $737,113
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 163,446 $101,483 13.77%
2.
Invesco Qqq Tr - ETF
 119,740 $66,053 8.96%
3.
Microsoft Corp
 MSFT 111,539 $55,481 7.53%
4.
Spdr S & P 500 Etf Trust
 SPY 73,288 $45,281 6.14%
5.
Nvidia Corp
 NVDA 215,471 $34,042 4.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)